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RB SEC, Schwab, and Michael Kitces all improbably allied successfully to 'protect' sub-$1 billion RIAs by reclassifying them as 'small,' but move may create vulnerability – the Commission gained leverage to push firms to state registrationWT The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.comIN Elon Musk touts data centers in space at Baron Investment ConferenceIN Mercer Advisors, Osaic deepen AI bets with Arch and Nitrogen dealsWM Osaic's CW Advisors Announces 3 of 8 Planned Acquisitions This YearFP Passing the CFP retake — tips from second-time success storiesIN Why $66 billion mega-RIA Carson Group stays out of South FloridaWM Deals & Moves: Beacon Pointe Acquires RIA Focused on Airline WorkersFP Fees drive revenue growth as Edward Jones adds advisors, assetsIN LPL advisor, South Carolina state senator, elected to U.S. Congress
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 16441
    Bbae Advisors LLCPlano, TX · 148 clientsBroker-dealer firmHybridRedbridge Securities LLC, clears through Apex Clearing
    No custodian reported
    $1M
  2. 16442
    Activealpha Investment AdvisorsMumbai, Maharashtra, India · 1 clientsAsset manager
    No custodian reported
    $1M
  3. 16443
    EnvisageGeneva, Switzerland · 1 clientsWealth manager
    No custodian reported
    $1M
  4. 16444
    OT Advisors LLCBoca Raton, FL · 1 clientsAsset manager
    No custodian reported
    $1M
  5. 16445
    Alamos Capital, LLCTucson, AZ · 1 clientsPrivate fund adviserHybridUnion Capital Company
    No custodian reported
    $1M
  6. 16446
    Xetfs2 clientsAsset manager
    No custodian reported
    $957K
  7. 16447
    SimplevisorHouston, TX · 13 clientsWealth manager
    Pershing 100%
    $928K
  8. 16448
    Richmond CapitalMiami, FL · 7 clientsWealth managerHybrid
    Interactive Brokers 100%
    $927K
  9. 16449
    Fortuna Funds, LLCDallas, TX · 1 clientsAsset managerHybrid
    No custodian reported
    $915K
  10. 16450
    Sidepocket IncorporatedSan Francisco, CA · 60 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $915K
  11. 16451
    Fundify Advisors LLCAustin, TX · 9,394 clientsWealth managerAffiliated broker-dealerFundify Portal, LLC
    North Capital Private Securities 100%
    $889K
  12. 16452
    Lighthouse6 clientsWealth manager
    Interactive Brokers 100%
    $886K
  13. 16453
    Oppenheimerfunds IncAtlanta, GA · 1 clientsPrivate fund adviserHybridInvesco CLO Equity Fund 6 LLC, Invesco Capital Markets, Inc.
    No custodian reported
    $828K
  14. 16454
    OLA Invierte, LLC54 clientsWealth manager
    No custodian reported
    $804K
  15. 16455
    Scout1,246 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $798K
  16. 16456
    Traders A.i., Inc.Fairfax, VA · 1 clientsAsset manager
    No custodian reported
    $774K
  17. 16457
    Onedigital Asset ManagementOverland Park, KSAsset managerHybridPWL Capital Inc.
    Schwab 100%
    $762K
  18. 16458
    Poket Financial, LLCCiudad De Buenos Aires 1414, Argentina · 8 clientsWealth manager
    No custodian reported
    $760K
  19. 16459
    Exos Asset Management LLCNew York, NY · 4 clientsPrivate fund adviserHybridExos Securities LLC
    Anchorage Digital 100%
    $682K
  20. 16460
    Lati Capital3 clientsWealth manager
    No custodian reported
    $663K
  21. 16461
    Nine30 Advisors LLC140 clientsWealth manager
    No custodian reported
    $655K
  22. 16462
    Timberlink LLCJohns Creek, GAAsset manager
    Truist Bank 100%
    $594K
  23. 16463
    Kubence1 clientsWealth managerHybrid
    Interactive Brokers 100%
    $570K
  24. 16464
    NPW Inc.Oakville, Ontario, CanadaWealth managerHybridNour Private Wealth Inc.
    Interactive Brokers 100%
    $536K
  25. 16465
    Investable80 clientsWealth manager
    Alpaca Securities 100%
    $490K
  26. 16466
    Valley Financial Management, Inc.New York, NY · 124 clientsBroker-dealer firmHybrid
    Pershing 100%
    $473K
  27. 16467
    Adaptive Advisers, LLCBoston, MA · 2 clientsWealth manager
    No custodian reported
    $450K
  28. 16468
    Lloyd Tevis Investments, LLCLafayette, CA · 12 clientsWealth manager
    No custodian reported
    $435K
  29. 16469
    Pinnacle Advisors LLCEast Syracuse, NY · 2 clientsPrivate fund adviserHybridPinnacle Investments, LLC
    No custodian reported
    $433K
  30. 16470
    Xdus Fund AdvisorEast Longmeadow, MA · 1 clientsAsset manager
    No custodian reported
    $415K
  31. 16471
    Fountaindale, LLC10 clientsAsset manager
    No custodian reported
    $408K
  32. 16472
    Inversso, LLC66 clientsWealth manager
    Schwab 57%Interactive Brokers 43%
    $363K
  33. 16473
    New DAY Wealth Management, LLCRussellville, AR · 8 clientsWealth managerHybridSt. Bernard Financial Services, Inc.
    No custodian reported
    $355K
  34. 16474
    Ventum Advisors Corp.Toronto, CanadaWealth managerHybridVentum Financial (US) Corp., Ventum Financial Corp.
    RBC 100%
    $355K
  35. 16475
    Afinitiv LLCSheridan, WY · 9 clientsAsset manager
    No custodian reported
    $354K
  36. 16476
    OpenvestAventura, FL · 139 clientsWealth manager
    No custodian reported
    $353K
  37. 16477
    Elite PortfoliosCarmel by the Sea, CA · 1 clientsAsset manager
    No custodian reported
    $322K
  38. 16478
    Onlyfunds12 clientsWealth manager
    No custodian reported
    $314K
  39. 16479
    Unifimoney RIAAustin, TX · 460 clientsWealth manager
    No custodian reported
    $314K
  40. 16480
    Aureana Capital Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $308K

RIAs by state